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May 2026 Newsletter

May 2026 Newsletter

by Kate Loosley | 22 Apr 2026 | Estate Planning, Inheritance Tax, LPAs, News, Probate, Tax, Trusts, Wills

This year has brought no shortage of reminders that estate planning is becoming more complicated, more contested and, for many families, more urgent. Probate delays are still leaving estates tied up for months or even years, disputes are rising as more families turn...
April 2026 Newsletter

April 2026 Newsletter

by Kate Loosley | 26 Mar 2026 | Estate Planning, Inheritance Tax, News, Pensions, Tax, Trusts, Wills

April sees the new tax year begin alongside the Easter period, bringing fresh attention to tax, succession and estate planning. From the introduction of Making Tax Digital for Income Tax to growing concern over upcoming pension inheritance tax changes, rising IHT...
March 2026 Newsletter

March 2026 Newsletter

by Kate Loosley | 26 Feb 2026 | Equity Release, Estate Planning, Inheritance Tax, Probate, Wills

March brings renewed focus on tax, compliance, and long-term planning, as a series of recent figures and court decisions highlight how quickly the estate planning landscape is evolving. Rising inheritance tax receipts, increased HMRC enforcement activity, and growing...
February 2026 Newsletter

February 2026 Newsletter

by Kate Loosley | 29 Jan 2026 | Equity Release, Estate Planning, Inheritance Tax, LPAs, News, Wills

February is often a time when early-year intentions begin to turn into practical decisions. With tax changes on the horizon and continued shifts in how families live, work and plan for the future, it is a timely moment to assess whether existing arrangements remain...
January 2026 Newsletter

January 2026 Newsletter

by Kate Loosley | 5 Jan 2026 | Equity Release, Estate Planning, Inheritance Tax, News, Wills

January is a natural time to reset, reflect and look ahead. As the new year begins, many people take the opportunity to review their finances, family arrangements and longer-term plans, particularly in light of recent changes to tax, property and inheritance rules. In...
December 2025 Newsletter

December 2025 Newsletter

by Kate Loosley | 1 Dec 2025 | Equity Release, Estate Planning, Inheritance Tax, News, Wills

December is a month of reflection, celebration and planning for the year ahead. As the festive season approaches and families come together, many people naturally turn their thoughts to legacy, security and how best to support loved ones in the future. It is also the...
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Protect what’s important for the people who matter and ensure your final wishes are respected. Our estate planning consultants have over 50 years’ experience in later life planning and will help you at every step of the way.

This firm complies with the IPW Code of Practice.

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